Industry top-down
Software - Application
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
31 companiesMedian revenue YoY: +12.9%EPS beat rate: —
AI industry top-down
소프트웨어 애플리케이션 산업은 매출 증가율 중위수 12.89%를 기록하며 전반적인 외형 확장을 이어갔습니다. 클라우드 및 데이터 중심 기업들이 30%대 고성장을 보인 반면 일부 성숙기 기업은 한 자릿수 성장에 그치거나 역성장(PTC -6.8%)을 기록했습니다. EPS 역시 두 자릿수 이상 개선된 기업과 급감한 기업(NOW -84.2%)이 공존하며 기업별 실적 차별화가 확인됩니다.
- 대다수 기업의 매출 성장 지속(중위수 12.89%, 20개사 중 19개사 플러스)
- 클라우드 및 인프라의 30%대 고성장(DDOG 35.6%, SNOW 35.1%)
- 영업 레버리지에 따른 주요 기업 EPS 급증(WDAY 205.9%, CRM 118.8%)
Where companies diverge: 매출 성장률의 격차(DDOG 35.6% 고성장 대비 PTC -6.8% 역성장) · 수익성 방향성 양극화(ROP +232.9% 급증 대비 NOW -84.2% 급감)
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| SHOPSHOPIFY INC. | FY2026 Q3 | $3.74B | +31.6% | $0.36 | +80.0% | — |
| CRMSalesforce, Inc. | FY2027 Q2 | $11.35B | +10.8% | $4.29 | +118.9% | — |
| UBERUber Technologies, Inc | FY2026 Q3 | $14.77B | +9.6% | $0.25 | -92.0% | — |
| ADPAUTOMATIC DATA PROCESSING INC | FY2027 Q1 | $5.49B | +6.1% | $2.83 | +13.7% | — |
| SNOWSnowflake Inc. | FY2027 Q2 | $1.55B | +35.1% | $-0.55 | — | — |
| NOWServiceNow, Inc. | FY2026 Q3 | $4.11B | +20.5% | $0.27 | -88.8% | — |
| ADBEADOBE INC. | FY2026 Q3 | $6.76B | +12.9% | $4.62 | +10.5% | — |
| CDNSCADENCE DESIGN SYSTEMS INC | FY2026 Q3 | $1.63B | +22.0% | $1.05 | 0.0% | — |
| INTUINTUIT INC. | FY2026 Q3 | $8.56B | +10.4% | $11.09 | +10.7% | — |
| DDOGDatadog, Inc. | FY2026 Q3 | $1.2B | +35.2% | $0.32 | +220.0% | — |
| ADSKAutodesk, Inc. | FY2027 Q2 | $2.05B | +16.1% | $2.33 | +59.6% | — |
| MSTRStrategy Inc | FY2026 Q3 | $125.43M | -2.5% | $44.75 | — | — |
| ROPROPER TECHNOLOGIES INC | FY2026 Q3 | $2.17B | +7.6% | $4.88 | +32.6% | — |
| WDAYWorkday, Inc. | FY2027 Q2 | $2.65B | +12.8% | $2.57 | +206.0% | — |
| PAYXPAYCHEX INC | FY2027 Q1 | $1.58B | +5.9% | $1.21 | +14.2% | — |
| TEAMAtlassian Corp | FY2027 Q1 | $1.77B | +23.7% | $0.35 | — | — |
| ZMZoom Communications, Inc. | FY2027 Q2 | $1.28B | +4.9% | $5.15 | — | — |
| UUnity Software Inc. | FY2026 Q3 | $622.09M | +32.2% | $0.25 | — | — |
| PTCPTC INC. | FY2026 Q3 | $600.05M | -6.8% | $1.03 | -12.0% | — |
| SSNCSS&C Technologies Holdings Inc | FY2026 Q3 | $1.69B | +7.8% | $0.83 | 0.0% | — |
| TYLTYLER TECHNOLOGIES INC | FY2026 Q3 | $647.57M | +8.7% | $2.33 | +20.7% | — |
| FICOFAIR ISAAC CORP | FY2026 Q3 | $674.19M | +25.7% | $10.45 | +41.2% | — |
| MANHMANHATTAN ASSOCIATES INC | FY2026 Q3 | $306.19M | +11.0% | $1.04 | +8.3% | — |
| DOCUDOCUSIGN, INC. | FY2027 Q2 | $875.75M | +9.4% | $0.40 | +33.3% | — |
| BSYBENTLEY SYSTEMS INC | FY2026 Q3 | $421.51M | +12.2% | $0.29 | +61.1% | — |
| FROGJFrog Ltd | FY2026 Q3 | $179.17M | +30.9% | $0.05 | — | — |
| GWREGuidewire Software, Inc. | FY2026 Q3 | $372.54M | +26.9% | $0.19 | -64.8% | — |
| CHYMChime Financial, Inc. | FY2026 Q3 | $718M | +32.1% | $0.11 | — | — |
| DTDynatrace, Inc. | FY2027 Q2 | $579.92M | +17.4% | $0.23 | +21.1% | — |
| PCORPROCORE TECHNOLOGIES, INC. | FY2026 Q3 | $402.31M | +18.7% | $-0.03 | — | — |
| QNTQuantinuum Inc. | FY2026 Q3 | $9.05M | — | $-0.46 | — | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).